Firm profile

GLOBAL BETA ADVISORS

WEST CHESTER, PACRD 298176Latest ADV February 9, 2026

Global Beta Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Chester, PA. Its latest Form ADV filing, dated February 9, 2026, reports $29M in regulatory assets under management, 2 employees, and 6 accounts.

Assets Under Management
$29M
Employees
2
Offices
--
Total Clients
<5
Primary office
WEST CHESTER, PA
9 N. FIVE POINTS ROAD, SUITE 4, WEST CHESTER, PA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOLOWRY, VINCENT, THOMAS
CCOLOWRY, VINCENT, THOMAS
CIOLowry, Justin, Vincent

Advisory services offered

1 types reported
Other advisory services

Fee models offered

2 types reported
Fixed fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Categories with <5 clients
ENDOWMENT<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$29Mas of February 9, 2026
Discretionary100.0%
$29M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$29M
Total Accounts6
10Y AUM Change$-442M (-93.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee—
10Y Employee Change-2 (-50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.